-100.0%
INDP price history and return analytics
+222.7%
-322.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.6% | +13.1% | +13.2% |
| 7D | +77.8% | -0.1% | +77.9% | +77.5% |
| 30D | +74.8% | -0.7% | +75.5% | +75.3% |
| 3M | +2.7% | +4.0% | -1.3% | -3.6% |
| 6M | +11.2% | +12.3% | -1.1% | -4.1% |
| YTD | -28.5% | +14.0% | -42.5% | -38.8% |
| 1Y | -22.7% | +20.3% | -43.0% | -37.2% |
| 3Y | -97.6% | +75.4% | -173.0% | -98.7% |
| 5Y | -99.0% | +66.0% | -165.0% | -99.5% |
| 10Y | -100.0% | +228.2% | -328.2% | -100.0% |
| All | -100.0% | +222.7% | -322.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling